Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
References
Timeline
Generic

Alex Sim

Midvale,UT

Summary

Hands on , client oriented professional implement safe financial strategies. Dedicated to continuous improvement. Calling 250 to 500 dials per day persistently to contact clients and leads.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Services Representative

National Agents Alliance
Burlington, NC
11.2023 - Current
  • Call a list of prospects from a CRM with clients information requesting a representative contact them to set up appointments to show them programs.
  • Developed and implemented strategies for financial planning, investments, and retirement.
  • Researched and evaluated clients' financial objectives and risk tolerance levels.
  • Analyzed financial data to identify opportunities for increasing profitability.

Welding Department Foreman

QMC CRANES
Sparks, Nevada
02.2017 - 11.2023
  • Oversaw the Welding department in the manufacturing of truck mounted hydraulic cranes beginning in torsion box, mast, boom and jib while also welding/fabricating various components
  • Developed and implemented safety protocols for the team.
  • Maintained daily logs of labor and equipment used on-site.
  • Ensured all workers adhered to company policies and procedures.

Education

Associate of Applied Science - Welding Technology

Truckee Meadows Community College
Reno, NV
06-2011

Skills

  • Financial Product Sales
  • Life Insurance
  • Estate Planning
  • Customer Relationship Management
  • Financial Planning
  • Account Retention
  • Customer Relationship Building
  • Risk Management
  • Insurance knowledge
  • Financial Services
  • Retirement planning

Affiliations

  • Exercise
  • Play Music and sing (keyboard/piano)
  • Worship leader at church
  • Love spending time with my family (wife and 3 Kids!!)

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Certification

  • Resident Producer Individual (Life)
  • welding Cert 304-304, 304- A36, A36-A36, 3G DUALSHIELD, 3G SMAW, D1.1,
  • OSHA
  • 5-S SIGMA

References

References available upon request.

Timeline

Financial Services Representative

National Agents Alliance
11.2023 - Current

Welding Department Foreman

QMC CRANES
02.2017 - 11.2023

Associate of Applied Science - Welding Technology

Truckee Meadows Community College

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Alex Sim